A Payment Checkout is a payment journey where you can sell items like merchandise, subscriptions and basic memberships.


Note: Checkouts are only accessible to users with Administrator and Manager access.


To create a Payment Checkout:


1. Select Manage > Checkout Links in the Charity Checkout menu.


2. Click New Payments Checkout.


Step 1 - Set-up Your Page


You can change the following settings in Step 1:


  1. Campaign Title: the title of the Payment Checkout page.

  2. Payment page URL: the URL for the payment page.

  3. Reference Code: the unique reference code for the Payment Checkout which will appear in your Payments reports. This is not visible to donors.

  4. Open page in a pop-up window: opens the Payment Checkout in a pop-up window when they click the link on your website.

  5. Allow donor to leave a message: invites the supporter to leave an optional private message to your charity during the checkout process.

  6. Allow the donor to pay transaction fee: invites the donor to cover the cost of the transaction fee (up to 5% with a limit of £5) during the checkout process. If they choose not to pay, your organisation will still be charged the admin fee.


Click Next when you’re finished.



Step 2 - Add Payment Options


You can add the following payment options in Step 2:


Fixed Price Items


Fixed Price Items are items you wish to sell at a fixed price. To add a Fixed Price Item:


  1. Add the price of the item in the Price field (minimum value is £1).

    Note: It is not possible to offer free items in a Payments Checkout. If you want to offer free tickets, you must create a Ticketed Event.

  2. Add the name of the item in the Purchase Item Name field, e.g. T-Shirt.

  3. Select the payment frequency for the item from the Payment Frequency dropdown.

    Tip! If you’re selling merchandise you should select Single. The recurring options are useful if you want to sell subscriptions or basic memberships.

  4. Add the quantity of items you have available to sell in the Quantity Limit field. Leave it as 0 if you don’t have a limit.

  5. To add another item, click Next and repeat 1-4.


Variable Price Items


Variable Price Items are items you want to sell on a pay-what-you-want basis. To add a variable price item:


  1. Add the name of the item in the Purchase Item Name field, e.g. T-Shirt.

  2. Select the payment frequency for the item from the Payment Frequency dropdown.

    Tip! If you’re selling merchandise you should select Single. The recurring options are useful if you want to sell subscriptions or basic memberships.

  3. Add the quantity of items you have to sell in the Quantity Limit field. Leave it as 0 if you don’t have a limit.


Click Next when you’re finished.



Step 3 - Brand Your Page


You can change the following settings in Step 3:


  1. Edit colors: change the colours for the different areas of the Payment Checkout. To update a colour, click the square under the area you wish to change and select the colour from the colour selector.

  2. Upload logo: upload the logo for your organisation. This will appear at the top of the Donation Checkout pages.

  3. Donation button:create a Buy button to add to your main website.
    • Use a Charity Checkout ‘Donate’ button:if you want to use a Charity Checkout branded button.
      • Color: Select the colour of the Buy button from the dropdown.
      • Small or Large: Select the size of the button.
    • Upload your own 'Donate' button: click Choose file to upload your own donate button.

      Tip! You can copy the HTML code for the Buy button in Step 5 - Preview.


Click Next when you’re finished.



Step 4 - Premium Features 


Note: Custom Fields and Smart Text Giving are only available to customers on our premium packages. Please contact our Customer Success Team if you want to get access to these features.


You can change the following settings in Step 4:


  1. Return URL: add a URL from your website to redirect supporters to once they have completed their payment, e.g. a Thank You page. The donor will be redirected from the platform’s default Donation Checkout Thank You page.

    Tip! Use this feature if you didn’t select Open page in a pop-up window in Step 1 to keep donors within your main website.

  2. Smart Text Giving Campaign Code: add a code to allow donors to give to this Payment Checkout using Smart Text Giving.

  3. Enable Fundraising Meter: this setting is not relevant to Payments Checkouts and shouldn’t be enabled.

  4. Regular Payments via Direct Debit Only: restrict regular payments to Direct Debit only.

  5. Auto sign-out donors: automatically sign out donors after they complete a payment.

  6. Customised Receipt:adds a message in the payment receipt email which is sent after a payment is completed:
    1. Type or paste the text you want to appear in the text editor.

      Note: You don’t need to include a greeting (e.g. ‘Dear Sir/Madam’) at the beginning of the message. This will automatically be included in the email.

    2. If you want to add an attachment to the email, click Choose file, find the file on your computer and click Open.

    3. Click Send Test to send a test version of the email to yourself.

  7. Custom Fields: To add a custom field to the Payment Checkout, select it from the dropdown menu. To remove it click the X. To change the order, drag and drop the Custom Field to where you want it to appear in the list.

    Note: You can only add Custom Fields you have already created in the platform. To create a new Custom Field, read our Creating a Custom Field guide.


Click Next when you’re finished.



Step 5 - Preview


You can preview the following details of your Payment Checkout in Step 5:


  1. Payment page URL: This will be the URL for your Payment Checkout. To change this, go back to Step 1.

  2. Buy Button HTML: Use this code can to add the Buy button from Step 3 to your website.

  3. iFrame Integration Code: Use this code to embed the Payment Checkout into your website.

    Note: If you want help adding an iFrame or you have any questions about it, please get in touch.

  4. Mobile: This is the text message donors need to send to donate to this Payment Checkout by SMS Giving.

  5. Preview: This is a preview of the first step of your Payment Checkout.


Click Finish.